Några intressanta grafer från USA. Från Ritzholtz.
Pengar på sidlinjen
Nedanstående graf visar Bank of Americas kunder och de pengar som dessa har på sidlinjen:
Med följande kommentar:
“Cash levels among investors hit the highest level since September 2001, the report showed, with BofA describing the results as “extremely bearish.” This month’s survey of investors with $872 billion under management also showed that hawkish central banks are seen as the biggest risk, followed by a global recession, while stagflation fears have risen to the highest since 2008.”
Drawdowns på amerikanska börsen S&P500
“I went back to 1950 and looked at forward 1-year returns for the S&P 500 after a drawdown like the one we’re currently in. The average is 13% (9% in all periods) and was positive 86% of the time (74% of all periods). Not bad.”
